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icono de SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Axxcess Wealth Management
101
Axxcess Wealth Management
California
USD 330 k +USD 326 k +14,691 Nuevas
Brookwood Investment Group
102
Brookwood Investment Group
Arizona
USD 321 k -USD 35.4 k -1,594 -10%
Alterna Wealth Management
103
Alterna Wealth Management
Texas
USD 318 k +USD 315 k +14,166 Nuevas
Principal Securities
104
Principal Securities
Iowa
USD 317 k +USD 39.1 k +1,759 +14%
Arrowroot Family Office
105
Arrowroot Family Office
California
USD 316 k +USD 78.2 k +3,518 +33%
Parallel Advisors
106
Parallel Advisors
California
USD 314 k +USD 311 k +14,001 Nuevas
Integrated Wealth Concepts
107
Integrated Wealth Concepts
Massachusetts
USD 310 k +USD 85.8 k +3,861 +39%
Vawter Financial
108
Vawter Financial
Ohio
USD 309 k – – –
Castle Wealth Management
109
Castle Wealth Management
Florida
USD 305 k – – –
Harbour Investments
110
Harbour Investments
Wisconsin
USD 303 k -USD 293 k -13,177 -49%
SignatureFD
111
SignatureFD
Georgia
USD 301 k +USD 298 k +13,400 Nuevas
Vision Retirement
112
Vision Retirement
New Jersey
USD 290 k +USD 2.09 k +94 +0.7%
APFP
113
Action Point Financial Planning
Michigan
USD 276 k +USD 274 k +12,313 Nuevas
Wealthcare Advisory Partners
114
Wealthcare Advisory Partners
Pennsylvania
USD 271 k +USD 13.8 k +619 +5%
Alpha Financial Partners
115
Alpha Financial Partners
Kentucky
USD 257 k +USD 2.56 k +115 +1%
M Wealth Management LLC
116
M Wealth Management LLC
California
USD 251 k -USD 111 k -5,000 -31%
NewEdge Wealth
117
NewEdge Wealth
Pennsylvania
USD 251 k – – –
WealthCare Investment Partners
118
WealthCare Investment Partners
Rhode Island
USD 240 k -USD 27.7 k -1,245 -10%
Cary Street Partners
119
Cary Street Partners
Virginia
USD 226 k – – –
Diversified Trust
120
Diversified Trust
Tennessee
USD 224 k – – –
MA
121
Mutual Advisors
Nebraska
USD 224 k +USD 222 k +9,973 Nuevas
Triad Wealth Partners
122
Triad Wealth Partners
Kansas
USD 213 k – – –
Perigon Wealth Management
123
Perigon Wealth Management
California
USD 209 k -USD 10.1 k -453 -5%
Dorsey & Whitney Trust
124
Dorsey & Whitney Trust
South Dakota
USD 208 k +USD 206 k +9,278 Nuevas
JFS Wealth Advisors
125
JFS Wealth Advisors
Pennsylvania
USD 199 k – – –
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5
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